Technology StocksNokia Corp. (NOK)

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To: rich evans who wrote (6990)3/12/2012 10:14:13 AM
From: Eric L
2 Recommendations   of 9246
Nokia WoA Tablet Speculation ...

>> Nokia Likely to Launch Windows 8 tablet PCs in 4Q12, say sources

Monica Chen, Taipei; Steve Shen
12 March 2012]

Nokia will team up with Microsoft to venture into the tablet PC market by releasing a 10-inch Windows 8-based tablet PC set on Qualcomm's dual-core platform in the fourth quarter of 2012 at the earliest, according to sources at upstream component suppliers.

Nokia is expected to outsource production of the 10-inch tablets to Compal Electronics with the first batch of shipments to top 200,000 units, the sources revealed.

Nokia's joining of the WoA (Windows on ARM) camp is expected to give Microsoft additional strength to compete with Google's Android platform as well as Apple's iOS, the sources noted.

However, other sources noted that Nokia's venture into the tablet PC market will also further intensify competition among non-iPad tablet PC vendors. ###

>> Nokia to launch Windows 8 tablet later this year, says report

Lance Whitney
March 12, 2012

Nokia could hit the Windows 8 tablet market later this year with its own 10-inch device.

Citing "sources at upstream component suppliers," DigiTimes says that Nokia will likely debut a dual-core Windows 8 tablet in this year's fourth quarter at the earliest. Microsoft hasn't yet revealed a launch date for Windows 8. But the new OS is expected to appear before year's end, either just before or early in the fourth quarter, according to most predictions.

Nokia will outsource the manufacturing of its Windows 8 tablet to Taiwan-based Compal Electronics with initial orders totaling at least 200,000 units, the sources said.

This isn't the first sign that the Finnish mobile phone maker plans to enter the Windows 8 tablet market. A Nokia executive said last November that the company is looking to add a Windows 8 tablet to its product line this coming June.

Nokia officials refused to confirm or deny the information at the time. The company had nothing to add in response to CNET's request for comment today. But given Nokia's partnership with Microsoft and its slowly growing fleet of Windows Phone Lumia handsets, a Nokia Windows 8 tablet would be a natural evolution.

Other tablet vendors have revealed plans to jump on the Windows 8 bandwagon.

Dell CEO Michael Dell told Bloomberg last week that the company aims to unveil a business-based tablet on the same day that Windows 8 debuts. HP is reportedly working on its own Windows 8 tablets for both Intel and ARM-based devices, sources recently told CNET.

Debate has already arisen as to whether Windows 8 could give Android a run for its money in the tablet market.

Android tablets en masse have captured some of the market share once owned by the iPad. And certain tablets, such as the Amazon Kindle Fire, have seen healthy demand. But no individual tablet has managed to rival the iPad in sales or popularity.

Many believe the flood of Android tablets has created confusion among consumers, leading to the industry's failure to produce any one single "iPad killer." That same vulnerability could open the door for Windows 8 tablets to succeed where Android tablets have failed.

Forrester analyst Sarah Rotman Epps has even advised tablet vendors such as Lenovo, Toshiba, Samsung, and HTC to switch their focus from Android toward Windows 8. ###

>> Nokia’s tablet plan: A 10-inch Windows 8 ARM slate by year end

Devindra Hardawar
March 12, 2012

We’ve been expecting Nokia to announce some sort of Windows 8 tablet soon, and it looks like the company may be gearing up to announce just that.

Nokia is apparently working on a 10-inch Windows 8 tablet running an ARM-based processor for release by the end of the year, according to a report by Digitimes, a Taiwanese news site with admittedly flimsy rumors at times.

In this case though, I don’t find Digitimes’ report too hard to believe. Nokia has gone all-in with Windows Phone 7, and its CEO Stephen Elop has often mentioned the opportunity tablets provide. Microsoft is betting its entire tablet strategy on Windows 8 — both through full-fledged Windows 8 PCs in tablet form and more lean Windows on ARM (WoA) devices, which won’t run legacy Windows apps.

It makes total sense for Nokia to be one of the leading Windows 8 tablet makers. Not only has the company consistently shown its manufacturing expertise (look at the gorgeous Lumia phones), it’s also in the rare position to build a WoA tablet with fresh eyes. Nokia hasn’t wasted its time building Android tablets (though it did pioneer early tablets with devices like the N800), and it’s not coming at slates from the perspective of a traditional computer maker like Dell. (We’ll forget the Booklet 3G ever existed.)

According to Digitimes, the Nokia Windows 8 tablet will run a Qualcomm dual-core CPU — most likely the company’s Snapdragon S4. Nokia is said to be outsourcing production of the tablet to Compal, and it’s aiming for initial shipments of around 200,000 units. ###

Fascinating deepening of Nokia’s relationship with Microsoft, which to date has focused specifically on Windows Phone 7 based smartphones; and a nice example of how Microsoft’s decision to offer an ARM-based version of Windows will play out in the tablet market.
- Eric Savitz, Forbes -

- Eric -

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To: Eric L who wrote (6993)3/12/2012 10:26:54 AM
From: slacker711
2 Recommendations   of 9246
Compal Communications looks to ship 4 million smartphones in 2Q12, says paper

EDN, March 12; Steve Shen, DIGITIMES [Monday 12 March 2012]
Compal Communications is expected to ship four million smartphones in the second quarter of 2012, with Nokia's Lumia 610 accounting for the bulk of the shipments, according to a Chinese-language Economic Daily News (EDN) report.

Compal saw its revenues grow 30.8% on month and 619.6% on year to NT$5.95 billion (US$201.67 million) for February, the company's highest monthly figures for the past five years, according to company data.

For the January-February period, revenues amounted to NT$10.5 billion, increasing 530.4% from a year earlier, the data showed.

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To: Eric L who wrote (6993)3/12/2012 10:36:21 AM
From: zax
   of 9246
Interesting... I thought Nokia had already made a public denial of Win8 tablet...

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To: zax who wrote (6995)3/12/2012 11:23:02 AM
From: Eric L
1 Recommendation   of 9246
'Big Windows' ...

<< Interesting... I thought Nokia had already made a public denial of Win8 tablet... >>

No. They simply gave no credence to a statement made by Paul Amsellem, the then new GM of Nokia France, who in a November interview with a French tabloid said that Nokia would have a tablet running Windows 8 in June 2012. Nokia PR spokespeople immediately stated "we have not announced any specific plans as it relates to tablets." Elop has stated on several occasions that Windows 8 will "change the dynamics" of the tablet market, and that there was a "new tablet opportunity coming." He referred to 'Big windows' opportunities for the 1st time in the Q2 2011 earnings CC and it was a pretty broad hint that Nokia would be taking advantage of that opportunity at some time in the future. There has been no doubt in my mind for some time that they would do so, and that the Windows touch oriented future beyond smartphones was a driver of Nokia's decision to form the strategic partnership with Microsoft. DigiTimes rumor that Compal would manufacture initial tablets for them is both logical and credible.

BTW: Paul Amsellem, a 'mobile marketing expert' unceremoniously left Nokia in January after spending less than half a year with the company.


- Eric -

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From: Eric L3/14/2012 8:27:11 AM
3 Recommendations   of 9246
Nokia China WinPhone Launch Event: March 28 ...

>> Nokia China holding Windows Phone launch event March 28th

Rafe Blandford
All About Windows Phone
March 13th 2012

Nokia plans to hold an event for the launch of its Windows Phone products into the Chinese market on March 28th, with devices expected to go on sale in April. China is considered a crucial market in mobile, both because of it size, but also because of its potential for growth.

The exact Lumia device models and operator deals of the launch will be revealed at the event, but Nokia has previously stated that it intends to launch both CDMA and WCDMA device variants across a range of price points with multiple operators. The inclusion of CDMA models is notable because they will be Nokia's first ever CDMA smartphone devices. notes that a number of Nokia Windows Phone devices recently received regulatory approval:

• Nokia 719c - a CDMA2000 variant of the Nokia Lumia 710
• Nokia 710
• Nokia 800
• Nokia 800c - a CDMA2000 variant of the Nokia Lumia 800

In addition the Nokia Lumia 610 is likely to be a key device for the Chinese market. It allows Nokia to offer a broader portfolio of devices, with a greater price range. Both Microsoft and Nokia have noted that the reduced cost of the recently announced lower specification devices will be particular important in price sensitive markets.

Microsoft is also preparing for the launch of Windows Phone in China. A number of changes are being made to the platform (over and above those required to support the reduced specifications devices). These include the removal of Twitter and Facebook from the People Hub (a regulatory requirement) and the removal of the XBox Live Hub / functionality. In all three cases the services are likely to be replaced by local equivalents (e.g. TenCent and Renren).

In additional both Microsoft and Nokia are seeking to promote local content and applications. Microsoft recently opened the Windows Phone Marketplace to submissions from Chinese developers and both companies are actively seeking and assisting local developers, with an aim of having a good level of locally relevant content in place for the launch. ###

- Eric -

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From: Eric L3/14/2012 9:02:37 AM
2 Recommendations   of 9246
Rafe Blandford of AAWP Interviews Microsoft's Aaron Woodman ...

... Director for Windows Phone. There are several references to Microsoft's strategic relationship with Nokia in the qustions asked and Woodman's responses.

Message 28010788

- Eric -

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To: zax who wrote (6992)3/14/2012 10:58:49 AM
From: Eric L
   of 9246
Lumia 900 Run, Skate, Bike, 'Teasers' from MWC 2012 in Barcelona ...

To celebrate the launch of the new Nokia Lumia 900 'Global' edition at Mobile World Congress 2012, Nokia challenged free runner, Pip Andersen of skateboarder, Jed Cullen of and BMXer, James Ivett of to try out the Lumia 900 in and around the city of Barcelona.

Good Stuff!

- Eric -

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From: Eric L3/14/2012 11:52:24 AM
1 Recommendation   of 9246
Unverified AT&T Lumia 900 Release Date ...

The new tentative date is April 8th. Original tentative date was March 18 then we heard April 22. Unconfirmed rumored price still $99 with 2 year contract and possibly a $25 gift card for Windows Phone Marketplace apps.

- Eric -

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To: Eric L who wrote (6993)3/15/2012 8:38:19 AM
From: Eric L
   of 9246
A Nokia Windows 8 Tablet ...

This really doesn't say much but it (and the earlier DigiTimes blurb) is (are) the source of numerous short articles on the subject that also do not say much:

>> Nokia Working on Own Tablet: Design Chief

Tarmo Virki
Reuters (Helsinki)
March 15, 2012

Nokia design chief Marko Ahtisaari is spending a third of his time on creating a tablet for the cellphone maker, which would stand out among hundreds of iPad-challengers, he said in an interview with Finnish magazine Kauppalehti Optio.

"We are working on it," he was quoted as saying.

Nokia's Chief Executive Stephen Elop has said the category is interesting for the Finnish company, but has stressed the need for a different approach to numerous rivals trying to battle against the dominance of Apple's iPad.

"We continue to eye the tablet space with interest, but have made no specific announcements," a company spokesman said on Thursday.

Nokia is widely expected to launch an own tablet using Microsoft's Windows 8 software later this year. ###

- Eric -

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To: Eric L who wrote (7001)3/15/2012 9:50:28 AM
From: Eric L
2 Recommendations   of 9246
Marko Ahtisaari's Interview with Kauppalehti Optio ...

... referenced by Reuters in the prior post is not available online. YLE summarizes some of it in their article below and provides somewhat more detail about the interview than what Tarmo Virki provided:

>> 'Heads up' urges Nokia design chief

March 15 2012

Nokia’s Executive Vice President of Design Marko Ahtisaari says in an interview with the Finnish business magazine Optio that he is looking for the next big leap in mobile user interfaces. It is likely to involve a radically different way of using mobiles.

His vision for the mobile phone in 2020 can be summarised in two words: ’heads up’, meaning that users should be able to use their phones without hunching over a screen.

He refused to give further details, beyond saying that it is a breakthrough, and that it involves speech commands.

In a word association exercise, Ahtisaari said that Google’s Android operating system was a ‘business inovation’, and had ‘nothing to do with design’. He also described Apple’s iPad as ‘significant’, and the iPhone as ‘five years old’.

Nokia’s forthcoming Lumia 900, meanwhile, was described as pure, clean-cut and simplified.

Ahtisaari also said that work on tablets takes up around a third of his time at Nokia. On Windows Phone and Nokia’s ability to change its preferred smartphone platform, Ahtisaari says he believes the premise is wrong.

”First you have to ask, how much does Windows Phone should change,” said Ahtisaari. If the operating system is modern and holistic, it is pointless to change it. The most important thing is to get it into the market quickly, because the life cycle of operating systems is not eternal. Evolution always goes in 7-8 year leaps.”

- Eric -

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